Position in WELL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$474,504
-$21,074 QoQ
Shares Held
2,400
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026ALPS ADVISORS INC holds $3,093,654 across 6 REIT - Healthcare Facilities names. WELL ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHT |
Universal Health Realty Income Trust
|
24,407 | $987,751 | |
| 2 | XRN |
Chiron Real Estate Inc.
|
23,437 | $775,295 | |
| 3 | WELL |
Welltower Inc.
This page
|
2,400 | $474,504 | |
| 4 | MPT |
Medical Properties Trust Inc
|
91,656 | $424,367 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
13,715 | $217,931 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
9,029 | $213,806 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $474,504 | 2,400 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $495,578 | 2,670 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $451,584 | 2,535 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $389,705 | 2,535 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $582,198 | 3,800 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $353,514 | 2,805 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||